James Marks — President and CEO · WealthHub Solutions

About

Innovator in financial technology as entrepreneur, equity analyst, and investment banker for over three decades. In 1987, helped to get SNL Securities (now SNL Financial) off the ground, developing one of the first online financial databases and managing initial growth. In 1996, joined CSFB as an equity analyst to start the first Fin Tech practice on Wall Street. In 2004, co-founded Marks Baughan & Co, the boutique investment bank specializing in Fin and Legal Tech. In addition to SNL, management experience includes leadership roles at Belzberg Technologies (institutional trading software), Keystone Risk Partners (specialty insurance) and WineAccess (wine direct marketing). Currently working at WealthHub Solutions to provide the trust industry and family offices with the technology tools to enable efficient and scalable growth.

Experience

President and CEOCurrent
WealthHub Solutions, Inc · Conshohocken, PA
Mar 2016 – Present
WealthHub is a leading provider of enterprise solutions for fiduciary management. Its TrustHub application is the only end-to-end solution that integrates investment reporting with automated management of trusts. Built by trust officers for trust officers, TrustHub provides a secure browser-based interface that significantly improves trust operating efficiency and allows scalable growth in trust operations.
President
The Marks Group · Greater Philadelphia Area
Jul 2013 – Present
Strategic and financial advisory services to financial technology and marketing services companies

Education

Swarthmore College — BA, Art History · 1980 – 1985
Harriton · 1977 – 1980